- Charles Schwab (Fairfield, CT)
- …us "challenge the status quo" and transform the finance industry together._ As a Client Relationship Specialist (CRS), you have the opportunity to bring ... operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help… more
- Lincoln Financial (Syosset, NY)
- …#:** 74180 **The Role at a Glance** We are excited to bring on a ** Relationship Management Specialist ** for our Local Market Account Management Team. In this ... Central Florida, and Dallas and/or Houston, Texas** . _Background Details_ As a Relationship Management Specialist , you will be responsible for building and… more
- Neuberger Berman (New York, NY)
- As part of the newly created Client Advisory Specialist team, the Client Advisory Specialist will act as a multi-territory coordinator partnering with ... external field coverage, sales leadership, intermediary specialist teams and the home office relationship group. Primary functions will include efficiently… more
- PNC (Stamford, CT)
- …needed to be successful in this position. **Preferred Skills** Business Decisions, Client Counseling, Client Relationship Building, Competitive Advantages, ... valued and have an opportunity to contribute to the company's success. As a Client Solution Specialist Sr within PNC's Commercial Banking organization, you will… more
- Bank of America (New York, NY)
- Client Servicing Specialist - Equity Prime Brokerage New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... of the organization and services offered to resolve complex client inquiries. Key responsibilities include onboarding, servicing and offboarding clients,… more
- BlackRock (New York, NY)
- …thinking + Multitasking and time management **Purpose and Scope:** Every day, Client Success Specialists tackles the hardest, most sophisticated problems in FinTech. ... process to provide world-class service to our growing, global client base. Our team members come from different majors...In the process, you will hone technical, industry, and relationship skills. + **Use technology to solve problems** :… more
- Bloomberg (New York, NY)
- …exceptional end-to-end support from sales and implementation, through their ongoing relationship with Bloomberg. Our team: Quantitative investment funds have grown ... development, you will be expected to create resources and client -facing content that is both strategic in its appeal...revenue opportunities for the company * Liaise between the client , product development teams, R&D to push internally for… more
- S&P Global (New York, NY)
- …team of professionals, collaborating with Sales and Relationship Managers in complex client deals and engagements. The specialist team is key to designing ... will serve as the point person for internal product specialist and product management groups, making sure client...the client to the Account Directors and Relationship Managers + The Workflow Specialist will… more
- Tiffany & Co. (New York, NY)
- … interaction using the Tiffany touch; their own flair for making each client 's experience extraordinary. The Watch Specialist is an excellent communicator and ... and an entrepreneurial spirit is prevalent in the make-up of every Client Advisor. Developing client relationships, mentoring peers, and exceeding sales… more
- Bank of America (New York, NY)
- …their digital experience across all four channels of the CashPro platform. A Specialist drives relationship deepening, client satisfaction, and treasury ... CashPro Specialist New York, New York;Chicago, Illinois; Charlotte, North...matter expertise and high value, high touch and advisory client engagements. The Specialists support the complete treasury and… more
- S&P Global (New York, NY)
- …Marketing and Client Services. **Specific Responsibilities of a Senior Sales Specialist will include:** + Meet individual and team growth goal / quota which ... the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist ** **The Team:** This is an exciting opportunity to join the Risk &… more
- City National Bank (New York, NY)
- *INTERNATIONAL SALES SPECIALIST SENIOR* WHAT IS THE OPPORTUNITY? The Senior International Sales Specialist identifies, develops and builds profitable trade ... development process. Will meet or exceed sales and new client growth targets on an annual basis. Manage sales/business...are jointly developed between IBTF and each LOB and Relationship Manager. Invite other colleagues as appropriate to advance… more
- Bank of America (New York, NY)
- …programs in the technology market. Accountable for all aspects of the client relationship , including overall account strategy, field sales support, capturing ... Sr. Leasing Sales Specialist (Equipment Finance) Charlotte, North Carolina;New York, New...preferably with a large, regulated financial institution + Exceptional client management and relationship -deepening skills + In-depth… more
- New York Road Runners (New York, NY)
- …a manager who can expertly oversee a robust portfolio of brands and has had client relationship experience + 3+ years of work experience in account management or ... strategy, and top-notch client service in a high-paced, fluid environment. The Specialist will play an essential role managing a partner portfolio and will help… more
- CBRE (New York, NY)
- OT Technology Specialist Job ID 211841 Posted 01-May-2025 Service line Advisory Segment Role type Full-time Areas of Interest Digital & Technology/Information ... **About The Role:** As a CBRE OT Deskside Technology Specialist , you will provide research and analysis support to...in Manhattan and will provide onsite support to multiple client sites in Manhattan. **What You'll Do:** + Follows… more
- Mastercard (Harrison, NY)
- …program management, strategic planning, campaign & marketing plans, P&L forecasting and client relationship building * Strategically grows client business ... and governments realize their greatest potential._ **Title and Summary** Senior Specialist , Product Management MasterCard CAE provides a wide range of loyalty,… more
- Goddard Riverside (New York, NY)
- Participant Support Specialist (Train and Earn) Job Details Job Location Lincoln Square - New York, NY Position Type Full-Time Education Level 4 Year Degree Salary ... Essential Duties Roles, Responsibilities, and Essential Duties 1. Intake Assessments and Client Evaluation - 20% + Conduct intake assessments for newly enrolled… more
- Santander US (New York, NY)
- DCM Product Specialist , Executive Director - New York Country: United States of America **Your Journey Starts Here:** Santander is a global leader and innovator in ... possibilities **We Want to Talk to You!** The Product Specialist - DCM - IC3 is responsible for leading...incumbent will drive the growth and retention of existing client relationships, build new client relationships, and… more
- Citigroup (New York, NY)
- …market updates for portfolio + Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos + Provide support where ... knowledge + Penetrate client organization and cultivate client contacts working with the Sales Specialist ,...cultivate client contacts working with the Sales Specialist , Operations and Client Delivery to deliver… more
- City National Bank (New York, NY)
- …demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit ... and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client...minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and… more